Is There a Stagflation Story?

There's a lot of turmoil in the market on what is really going to be going on in inflation later on this year. And we're having this massive fight between Fed saying, look, we haven't solved the inflation problem yet. So I think that we're seeing inflation coming down, but you're now seeing break-even inflation break-evens actually going up. If you look at that gap, we may not have a soft landing. We may have no landing. We're in not a stagflation environment, but we'll call it slowflation.

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app